Column Capital Advisors’s Align Technology ALGN Stock Holding History

Column Capital Advisors’s Portfolio ALGN Stock Details ALGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$128K	Sell	419 -113	-21%	-$39K	0.02%	189
2023 Q2	$188K	Sell	532 -103	-16%	-$32.8K	0.03%	149
2023 Q1	$212K	Sell	635 -114	-15%	-$33.6K	0.03%	135
2022 Q4	$158K	Buy	749 +249	+50%	+$49.8K	0.03%	148
2022 Q3	$104K	Hold	500	–	–	0.02%	180
2022 Q2	$118K	Sell	500 -116	-19%	-$35.6K	0.02%	163
2022 Q1	$269K	Hold	616	–	–	0.05%	110
2021 Q4	$405K	Sell	616 -138	-18%	-$88.7K	0.08%	82
2021 Q3	$502K	Sell	754 -22	-3%	-$14.9K	0.11%	69
2021 Q2	$474K	Sell	776 -16	-2%	-$9.47K	0.1%	70
2021 Q1	$429K	Sell	792 -81	-9%	-$44.8K	0.1%	72
2020 Q4	$467K	Sell	873 -16	-2%	-$7.19K	0.12%	62
2020 Q3	$291K	Hold	889	–	–	0.09%	71
2020 Q2	$243K	Buy	889 +212	+31%	+$47.7K	0.08%	76
2020 Q1	$118K	Sell	677 -25	-4%	-$5.99K	0.05%	108
2019 Q4	$195K	Buy	+702	New	+$175K	0.1%	88

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Column Capital Advisors's ALGN Position: Q3 2023 in Review

Column Capital Advisors reduced its Align Technology (ALGN) stake by 21% in Q3 2023, selling an estimated $39K and leaving 419 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #189.

Column Capital Advisors first reported a position in ALGN in Q4 2019 and has held it in 16 quarters since. The position peaked at $502K in Q3 2021. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

Column Capital Advisors held 419 shares of Align Technology worth $128K as of Q3 2023.
Column Capital Advisors sold 113 Align Technology shares in Q3 2023, an estimated $39K.
Align Technology made up 0.02% of Column Capital Advisors's portfolio in Q3 2023, its #189 holding.
Column Capital Advisors first reported a position in Align Technology in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Align Technology position peaked at $502K in Q3 2021.
808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.